We are live on ! Find out more
SAFE

Safehold

176 hedge funds and large institutions have $1.19B invested in Safehold in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

40% more capital invested

Capital invested by funds: $847M → $1.19B (+$339M)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.36% more ownership

Funds ownership: 66.96%71.31% (+4.4%)

2% more funds holding

Funds holding: 172176 (+4)

40% less call options, than puts

Call options by funds: $8.6M | Put options by funds: $14.3M

Holders
176
Holders Change
+4
Holders Change %
+2.33%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
73
Reduced
49
Closed
22
Calls
$8.6M
Puts
$14.3M
Net Calls
-$5.74M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
76
Marshall Wace
United Kingdom
$842K -$1.34M -71,034 -66%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$824K +$664K +35,227 New
Allianz Asset Management
78
Allianz Asset Management
Germany
$816K +$657K +34,851 New
BCP
79
Berkeley Capital Partners
Georgia
$764K +$2.71K +144 +0.4%
Amundi
80
Amundi
France
$712K -$38.7K -2,053 -6%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$655K
M&T Bank
82
M&T Bank
New York
$646K
Point72 Asset Management
83
Point72 Asset Management
Connecticut
$640K -$15.6M -826,691 -97%
Wells Fargo
84
Wells Fargo
California
$627K -$484K -25,696 -49%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$621K +$84.3K +4,475 +20%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$616K +$115K +6,111 +30%
AIG
87
American International Group
New York
$615K +$41.9K +2,224 +9%
MIM
88
MetLife Investment Management
New Jersey
$597K +$46.1K +2,448 +11%
Simplex Trading
89
Simplex Trading
Illinois
$575K +$166K +8,827 +56%
IMRF
90
Illinois Municipal Retirement Fund
Illinois
$573K -$32.6K -1,728 -7%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$555K +$18.8K +995 +4%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$554K -$175K -9,296 -28%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$533K -$8.29K -440 -2%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$524K -$7.54K -400 -2%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$523K +$716 +38 +0.2%
YCM
96
Yousif Capital Management
Michigan
$520K +$6.22K +330 +2%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$520K +$130K +6,915 +45%
Comerica Bank
98
Comerica Bank
Texas
$510K +$20.1K +1,068 +5%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$475K -$296K -15,698 -44%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$470K -$622 -33 -0.2%

SAFE Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q4 2023, worth a combined $1.19B — up 40% from $847M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SAFE positions and 22 closed out — a net gain of 7 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was UBS Group, adding an estimated $37.8M. The largest seller was Long Pond Capital, cutting an estimated $40.1M.

  • 176 institutional investors held Safehold (SAFE) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.19B of Safehold stock for Q4 2023, up 40% quarter-over-quarter.
  • 29 funds opened new Safehold positions in Q4 2023 and 22 closed out, a net change of +7 holders.
  • The largest Safehold buyer in Q4 2023 was UBS Group, an estimated $37.8M added.
  • The largest Safehold seller in Q4 2023 was Long Pond Capital, an estimated $40.1M sold.

Based on aggregated 13F filings for Q4 2023.